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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 49 · EIN 26-4310632 14805 NORTH OUTER FORTY RD, STE 200 · CHESTERFIELD, MO 63017 | Other Services | $21,802 |
MASTER BENEFIT GROUP, INC.3 years Service code 49 · EIN 43-1585882 11166 TESSON FERRY ROAD, SUITE 205 · ST. LOUIS, MO 631296966 | Other Services | $6,364 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 60 · EIN 82-4555287 P.O. BOX 659530 · SAN ANTONIO, TX 785659530 | Sub-TA Fees | $5,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,639 | $46,423-79.2% | $75,900-87.3% | $67,582-85.7% |
| Participation rate | 36.1% | 63.1%-26.9pp | 69.3%-33.2pp | 71.3%-35.2pp |
| Annual return | 22.88% | 32.29%-9.4pp | 30.73%-7.9pp | 378.57%-355.7pp |
| Employer contribution / active EE | $378 | $1,406-73.1% | $2,501-84.9% | $2,148-82.4% |
| Participant deferral / active EE | $908 | $2,564-64.6% | $3,604-74.8% | $3,539-74.3% |
| Admin fee / account holder | $14 | $132-89.3% | $5,421-99.7% | $142-90.1% |